Carmichael Hill & Associates’s Eaton Vance Senior Income Trust EVF Stock Holding History

Carmichael Hill & Associates’s Portfolio EVF Stock Details EVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,000	Closed	-$5.27K	–	788
2022 Q4	$5.27K	Hold	1,000	–	–	﹤0.01%	620
2022 Q3	$5K	Hold	1,000	–	–	﹤0.01%	662
2022 Q2	$5K	Hold	1,000	–	–	﹤0.01%	650
2022 Q1	$6K	Hold	1,000	–	–	﹤0.01%	667
2021 Q4	$7K	Hold	1,000	–	–	﹤0.01%	661
2021 Q3	$7K	Sell	1,000 -1,200	-55%	-$8.2K	﹤0.01%	647
2021 Q2	$15K	Hold	2,200	–	–	0.01%	547
2021 Q1	$15K	Hold	2,200	–	–	0.01%	535
2020 Q4	$14K	Hold	2,200	–	–	0.01%	522
2020 Q3	$13K	Hold	2,200	–	–	0.01%	487
2020 Q2	$12K	Hold	2,200	–	–	0.01%	478
2020 Q1	$10K	Hold	2,200	–	–	0.01%	460
2019 Q4	$14K	Buy	+2,200	New	+$13.7K	0.01%	439

Other funds holding EVF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmichael Hill & Associates's EVF Position: Q1 2023 in Review

Carmichael Hill & Associates sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2023, closing a stake of 1,000 shares — an estimated $5.27K sold.

Carmichael Hill & Associates first reported a position in EVF in Q4 2019 and held it in 13 quarters. The position peaked at $15K in Q2 2021. 55 funds tracked by Wall St. Rank hold EVF as of Q1 2023.

Carmichael Hill & Associates reported no remaining Eaton Vance Senior Income Trust position as of Q1 2023 after selling out during the quarter.
Carmichael Hill & Associates sold 1,000 Eaton Vance Senior Income Trust shares in Q1 2023, an estimated $5.27K.
Carmichael Hill & Associates first reported a position in Eaton Vance Senior Income Trust in Q4 2019 and held it in 13 quarters.
Carmichael Hill & Associates's Eaton Vance Senior Income Trust position peaked at $15K in Q2 2021.
55 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2023.

Based on Carmichael Hill & Associates's 13F filing for Q1 2023, filed 5 Apr 2023.